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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo

Nombre AUM Crecimiento
de AUM
AUM
Crecimiento %
Trim.
Rend. est.
Rendimiento est.
a 3 años
Posiciones en cartera Rotación de cartera Tenencia prom.
(años)
Bedell Frazier Investment Counselling
2826
Bedell Frazier Investment Counselling
California
USD 178 M -USD 34.7 M -16% 1.33% 72.5% 70 42.86% 0.5
Miller Investment Management
2827
Miller Investment Management
Pennsylvania
USD 178 M -USD 1.14 M -0.6% 2.9% 60.2% 81 9.88% 0.7
SCM
2828
Samson Capital Management
Kansas
USD 178 M +USD 18.4 M +11% 7.41% 13.4% 24 25% 0.5
Consolidated Investment Group
2829
Consolidated Investment Group
Colorado
USD 178 M +USD 13.4 M +8% 0.64% 140% 56 10.71% 0.6
Smith & Howard Wealth Management
2830
Smith & Howard Wealth Management
Georgia
USD 178 M -USD 3.92 M -2% 0.76% 40.4% 253 84.19% 0.7
TBAM
2831
True Bearing Asset Management
California
USD 178 M -USD 32.6 M -15% 2.33% 66.3% 100 25% 0.7
Cranberry Lake Advisors
2832
Cranberry Lake Advisors
Texas
USD 177 M +USD 33.5 M +23% 1.13% 31.5% 12 25% 0.6
Tegean Capital Management
2833
Tegean Capital Management
New York
USD 177 M +USD 19 M +12% 1.69% – 17 41.18% 0.5
Technology Crossover Management VI
2834
Technology Crossover Management VI
California
USD 177 M -USD 75.5 M -30% 9.19% 25.5% 3 0% 0.8
Yale University
2835
Yale University
Connecticut
USD 177 M +USD 120 M +210% 0.56% 33.7% 11 63.64% 0.4
Wind River Trust Company
2836
Wind River Trust Company
Wyoming
USD 177 M -USD 51.2 M -22% 0.92% 62.1% 13 7.69% 0.6
CAS
2837
CTC Alternative Strategies
Illinois
USD 177 M +USD 45.6 M +35% 3.64% 111% 253 79.45% 0.2
Equinox Partners Investment Management
2838
Equinox Partners Investment Management
Connecticut
USD 177 M -USD 29.8 M -14% 15% 241% 16 25% 0.7
GA
2839
Gagnon Advisors
New York
USD 177 M +USD 3.7 M +2% 2.79% 129% 32 25% 0.2
Avidian Wealth Enterprises
2840
Avidian Wealth Enterprises
Texas
USD 177 M +USD 67.9 M +63% 1.47% 71.7% 31 64.52% 0.2
United Asset Strategies
2841
United Asset Strategies
New York
USD 177 M +USD 31 M +21% 1.7% 94.6% 134 61.19% 0.3
Sage Financial Group
2842
Sage Financial Group
Pennsylvania
USD 176 M -USD 31.7 M -15% 1.42% 62% 57 71.93% 0.1
NCIM
2843
New Century Investment Management
Michigan
USD 176 M +USD 8.52 M +5% 4.51% 103% 86 6.98% 0.6
Aull & Monroe Investment Management
2844
Aull & Monroe Investment Management
Alabama
USD 175 M +USD 3.92 M +2% 2.22% 98.3% 115 5.22% 0.7
Cook & Bynum Capital Management
2845
Cook & Bynum Capital Management
Alabama
USD 175 M +USD 2.82 M +2% 2.06% 46.8% 5 0% 0.8
FJ Capital Management
2846
FJ Capital Management
Virginia
USD 175 M +USD 27 M +18% 3.18% 97.9% 80 30% 0.2
Arbor Investment Advisors
2847
Arbor Investment Advisors
North Carolina
USD 175 M +USD 8.67 M +5% 0.99% 44.3% 55 27.27% 0.5
PAM
2848
Pope Asset Management
Tennessee
USD 174 M +USD 102 M +142% 3.3% – 25 44% 0.4
Steigerwald Gordon & Koch
2849
Steigerwald Gordon & Koch
Virginia
USD 174 M +USD 6.98 M +4% 1.9% 59.5% 44 6.82% 0.7
McCutchen Group
2850
McCutchen Group
Washington
USD 174 M -USD 69.4 M -28% 0.93% 2.54% 15 26.67% 0.6